Everett Harris & Co’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
2,569
-3
| -0.1% | -$953 | 0.01% | 174 |
|
|
2025
Q1 | $667K | Buy |
2,572
+5
| +0.2% | +$1.3K | 0.01% | 191 |
|
|
2024
Q4 | $1.04M | Sell |
2,567
-113
| -4% | -$45.6K | 0.01% | 134 |
|
|
2024
Q3 | $701K | Buy |
2,680
+200
| +8% | +$52.3K | 0.01% | 162 |
|
|
2024
Q2 | $491K | Hold |
2,480
| – | – | 0.01% | 182 |
|
|
2024
Q1 | $436K | Sell |
2,480
-490
| -16% | -$86.1K | 0.01% | 192 |
|
|
2023
Q4 | $738K | Buy |
2,970
+3
| +0.1% | +$745 | 0.01% | 146 |
|
|
2023
Q3 | $742K | Hold |
2,967
| – | – | 0.01% | 145 |
|
|
2023
Q2 | $777K | Buy |
2,967
+40
| +1% | +$10.5K | 0.01% | 144 |
|
|
2023
Q1 | $607K | Buy |
2,927
+1,010
| +53% | +$210K | 0.01% | 159 |
|
|
2022
Q4 | $236K | Hold |
1,917
| – | – | ﹤0.01% | 235 |
|
|
2022
Q3 | $508K | Hold |
1,917
| – | – | 0.01% | 164 |
|
|
2022
Q2 | $430K | Hold |
1,917
| – | – | 0.01% | 193 |
|
|
2022
Q1 | $689K | Sell |
1,917
-747
| -28% | -$268K | 0.01% | 163 |
|
|
2021
Q4 | $938K | Buy |
2,664
+150
| +6% | +$52.8K | 0.01% | 147 |
|
|
2021
Q3 | $650K | Hold |
2,514
| – | – | 0.01% | 160 |
|
|
2021
Q2 | $570K | Buy |
2,514
+84
| +3% | +$19K | 0.01% | 174 |
|
|
2021
Q1 | $541K | Sell |
2,430
-150
| -6% | -$33.4K | 0.01% | 169 |
|
|
2020
Q4 | $607K | Sell |
2,580
-300
| -10% | -$70.6K | 0.01% | 157 |
|
|
2020
Q3 | $412K | Sell |
2,880
-375
| -12% | -$53.6K | 0.01% | 179 |
|
|
2020
Q2 | $234K | Buy |
+3,255
| New | +$234K | 0.01% | 213 |
|
|
2018
Q3 | – | Sell |
-10,350
| Closed | -$237K | – | 258 |
|
|
2018
Q2 | $237K | Buy |
+10,350
| New | +$237K | 0.01% | 222 |
|